BDO Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

BDO Wealth Advisors’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$19.5K	Hold	822	–	–	﹤0.01%	574
2023 Q1	$18.6K	Sell	822 -102	-11%	-$2.35K	﹤0.01%	594
2022 Q4	$20.2K	Sell	924 -147	-14%	-$3.22K	﹤0.01%	574
2022 Q3	$22K	Hold	1,071	–	–	﹤0.01%	554
2022 Q2	$22K	Buy	1,071 +3	+0.3%	+$69	﹤0.01%	548
2022 Q1	$27K	Buy	1,068 +3	+0.3%	+$75	﹤0.01%	545
2021 Q4	$29K	Buy	1,065 +3	+0.3%	+$80	﹤0.01%	553
2021 Q3	$27K	Buy	1,062 +564	+113%	+$14.7K	﹤0.01%	552
2021 Q2	$13K	Hold	498	–	–	﹤0.01%	713
2021 Q1	$12K	Sell	498 -630	-56%	-$15.3K	﹤0.01%	709
2020 Q4	$26K	Hold	1,128	–	–	﹤0.01%	426
2020 Q3	$21K	Hold	1,128	–	–	﹤0.01%	420
2020 Q2	$20K	Hold	1,128	–	–	﹤0.01%	430
2020 Q1	$16K	Hold	1,128	–	–	﹤0.01%	484
2019 Q4	$23K	Hold	1,128	–	–	0.01%	377
2019 Q3	$21K	Hold	1,128	–	–	0.01%	397
2019 Q2	$21K	Hold	1,128	–	–	0.01%	389
2019 Q1	$21K	Sell	1,128 -3,150	-74%	-$56.3K	0.01%	373
2018 Q4	$68K	Sell	4,278 -672	-14%	-$11.7K	0.02%	233
2018 Q3	$95K	Hold	4,950	–	–	0.03%	219
2018 Q2	$91K	Buy	+4,950	New	+$89.5K	0.03%	224

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

BDO Wealth Advisors's SCHM Position: Q2 2023 in Review

BDO Wealth Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2023 at 822 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

BDO Wealth Advisors first reported a position in SCHM in Q2 2018 and has held it in 21 quarters since. The position peaked at $95K in Q3 2018. 782 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

BDO Wealth Advisors held 822 shares of Schwab US Mid-Cap ETF worth $19.5K as of Q2 2023.
BDO Wealth Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q2 2023.
Schwab US Mid-Cap ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #574 holding.
BDO Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2018 and has held it in 21 quarters since.
BDO Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $95K in Q3 2018.
782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.